YorkBridge Wealth Partners’s Hershey HSY Stock Holding History

YorkBridge Wealth Partners’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$322K	Hold	1,389	–	–	0.08%	173
2022 Q3	$306K	Hold	1,389	–	–	0.08%	192
2022 Q2	$299K	Sell	1,389 -30	-2%	-$6.54K	0.08%	197
2022 Q1	$307K	Hold	1,419	–	–	0.07%	230
2021 Q4	$275K	Sell	1,419 -28	-2%	-$5.07K	0.06%	244
2021 Q3	$245K	Hold	1,447	–	–	0.06%	237
2021 Q2	$252K	Hold	1,447	–	–	0.07%	230
2021 Q1	$229K	Sell	1,447 -18	-1%	-$2.71K	0.07%	229
2020 Q4	$223K	Hold	1,465	–	–	0.07%	193
2020 Q3	$210K	Buy	+1,465	New	+$208K	0.09%	166
2020 Q1	–	Sell	-1,495	Closed	-$220K	–	171
2019 Q4	$220K	Hold	1,495	–	–	0.1%	177
2019 Q3	$232K	Hold	1,495	–	–	0.12%	159
2019 Q2	$200K	Sell	1,495 -20	-1%	-$2.54K	0.09%	173
2019 Q1	$174K	Hold	1,515	–	–	0.08%	178
2018 Q4	$162K	Hold	1,515	–	–	0.09%	172
2018 Q3	$154K	Hold	1,515	–	–	0.07%	204
2018 Q2	$141K	Hold	1,515	–	–	0.06%	228
2018 Q1	$145K	Hold	1,515	–	–	0.07%	213
2017 Q4	$152K	Hold	1,515	–	–	0.07%	214
2017 Q3	$165K	Sell	1,515 -50	-3%	-$5.33K	0.09%	198
2017 Q2	$167K	Hold	1,565	–	–	0.09%	189
2017 Q1	$168K	Buy	1,565 +475	+44%	+$50.9K	0.09%	185
2016 Q4	$107K	Buy	+1,090	New	+$108K	0.06%	233

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's HSY Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Hershey (HSY) position steady in Q4 2022 at 1,389 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #173.

YorkBridge Wealth Partners first reported a position in HSY in Q4 2016 and has held it in 23 quarters since. 1,292 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

YorkBridge Wealth Partners held 1,389 shares of Hershey worth $322K as of Q4 2022.
YorkBridge Wealth Partners left its Hershey share count unchanged in Q4 2022.
Hershey made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #173 holding.
YorkBridge Wealth Partners first reported a position in Hershey in Q4 2016 and has held it in 23 quarters since.
1,292 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.